Review red overdue remindersStart here
NEW USER DEMO
Learn the planner
one simple step at a time.
Follow the complete planning process from the first reminder to the final event report. Every current planner section is included.
1of 12
1
New here?Take the guided tour below. Use Previous and Next or jump directly to any part of the process.
2
Ready to practice?Open the planning dashboard and use the How To section for step-by-step guides.
Open planning dashboard →THE COMPLETE WORKFLOW
Nothing is hidden from the tour.
The twelve guided steps below cover every major planner tool and show how information moves from one section to the next.
STEP 1 OF 12
Sample onlyStart with the dashboard
See urgent reminders, overdue payments, upcoming events, budget health, and shortcuts before you begin planning.
WHAT YOU WILL DO
- Review red overdue reminders
- Search the entire planner
- Open the section that needs attention
WHAT UPDATES NEXT
Reminders update from events, checklists, vendors, budgets, and payments.
Search the entire plannerContinue the process
Open the section that needs attentionFinish and save
READY WHEN YOU ARE
Ready to try it yourself?
Sign in to begin with a blank private planner. Use the How To section whenever you need a guide for a particular tool.